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Canopy

Canopy

Overview

What is Canopy?

Canopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows, penalty abatement, casework/client…

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Recent Reviews

TrustRadius Insights

Canopy has a wide range of use cases that cater to the needs of various industries and departments. Users have reported utilizing Canopy …
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Popular Features

View all 11 features
  • Tax Document Management (6)
    9.7
    97%
  • 3rd-Party Software Integrations (5)
    9.3
    93%
  • Complex Tax Scenario Management (5)
    9.3
    93%
  • Compliance Administration Management (6)
    9.2
    92%
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Pricing

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N/A
Unavailable

What is Canopy?

Canopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows,…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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What is Avalara?

Avalara AvaTax connects to the software that businesses already have and delivers sales tax decisions based on precise geo-location in more than 12,000 taxing jurisdictions in the U.S.

What is TaxJar?

TaxJar offers automated sales tax reporting and filing. According to the vendor, capabilities include: Accurate, Detailed Sales Tax Reports: TaxJar’s local jurisdiction reports show sales and sales tax collected not only for each state, but for local jurisdiction (counties, cities, special…

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Product Demos

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Features

Type of tax

A list of the different types of taxes that can be filed using tax compliance software.

9.8
Avg 8.5

Tax Reporting & Compliance

Activities relating to tax filing, reporting, document management, and exemption certificate processing.

9.4
Avg 8.4
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Product Details

What is Canopy?

Canopy is tax practice management software from Canopy, Inc., with accounting functionality designed for tax professionals and their customers. It includes tax resolution analytics, automatic IRS form population, client management, transcript delivery and reporting, custom service workflows, penalty abatement, casework/client engagement tracking, client portals, and billing and invoicing capabilities.

Canopy Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(20)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Canopy has a wide range of use cases that cater to the needs of various industries and departments. Users have reported utilizing Canopy for managing sales pipelines, tax document collection, and workflow through tax preparation. With its features like CRM, file sharing, client account management, and project management, Canopy becomes a valuable tool for organizations involved in accounting and bookkeeping.

The software also simplifies tax-related tasks by allowing users to pull tax transcripts and prepare tax resolution letters. It streamlines tax compliance cases from client engagement to completion and payment by facilitating communication, information requests, and secure document storage. Furthermore, Canopy serves as a one-stop solution for managing workflows, sharing documents, collecting signatures and payments, and acting as a virtual filing cabinet. It enhances efficiency in reporting and consolidation, providing users with a streamlined and organized approach to business operations. From remote office teams securely viewing client documents stored in the cloud to tax preparers requesting additional documentation and tracking progress, Canopy proves to be an invaluable asset in various scenarios.

Intuitive File Sharing: Users have found Canopy's file sharing feature to be intuitive, allowing them to easily access historical documents and view it as a repository of shared files rather than just a file delivery system. This sentiment was echoed by multiple reviewers.

Efficient Task Management: Several users have praised Canopy for its task management feature, which enables effective delegation of work and efficient project management. With this feature, users can streamline their workflow and ensure tasks follow standard operating procedures consistently.

Time-saving Tax Resolution Module: The tax resolution module in Canopy has been commended by multiple reviewers for saving significant hours of time on phone calls with the IRS and form creation. By automating a substantial portion of the work, this module allows users to focus on other important aspects of their business operations.

Email Logging Issues: Some users have experienced issues with email logging in Canopy, although they acknowledge that the support team is usually responsive in resolving these problems.

Signature Request Module Limitations: Several clients have encountered difficulties with the signature request module as it does not allow for not required fields. This has caused inconvenience for clients who cannot select one of three products from a list when signing up for services, forcing them to use another system for electronic signature requests.

Client Assignment and Search Functionality: Users have reported that clients are not automatically assigned to the entire team, resulting in them not appearing in searches and seeming non-existent to team members unless specific settings are adjusted. The process of setting up new clients has also been inconsistent at times.

Attribute Ratings

Reviews

(1-7 of 7)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
Canopy works efficiently for all the companies, more so the CPA firms and other programs have no such advancement. The existence of an individualized client portal from Canopy is a remarkable step. Canopy records the due dates for a project and checks them when they are near or notifies the user.
Brandon Samuels | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized

It is a slightly smaller scale version of Avalara.

Cheaper to implement but not as good functionally. It totally depends on your company size and budget.

Avalara is well known and well studied while Canopy seems to be an up-and-comer. Avalara is much more flexible but again that comes at a higher cost

Sharise Nobles | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I haven't really found any other product like Canopy. I've found many that if I put them together they might be a Canopy alternative but not just one program. For example, I've had one program for document storage, another for estimates and another for letters but in canopy it's all in one place
MacKenzie Campbell | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Canopy is a hyper-CRM that does more than just track client interaction. It also does filing sharing in a way that's relevant to the client and constantly drives to client back to interacting with our firm.
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